ILCV icon

iShares Morningstar Value ETF
ILCV

Overview Fund Activity

124 hedge funds and large institutions have $700M invested in iShares Morningstar Value ETF in 2024 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 43 increasing their positions, 36 reducing their positions, and 5 closing their positions.

Holders
124
Holders Change
+2
Holders Change %
+1.64%
% of All Funds
1.79%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
8
Increased
43
Reduced
36
Closed
5
Calls
$768M
Puts
$1.59B
Net Calls
-$818M
Net Calls Change
+$1.45B

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$17M
2
LPL Financial
2
LPL Financial
California
$33.1M
3
ACM
3
Absolute Capital Management
Pennsylvania
$1.69M
4
SC
4
Savant Capital
Illinois
$2.89M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$2.88M

Top Sellers

1
SCM
1
Steele Capital Management
Iowa
$57.4M
2
MTC
2
Matrix Trust Company
Colorado
$57M
3
Bank of America
3
Bank of America
North Carolina
$65.1M
4
EH
4
Equitable Holdings
New York
$77.4M
5
Citadel Advisors
5
Citadel Advisors
Florida
$348K
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
51
Waverly Advisors
Alabama
$1.03M – – –
VP
52
Verum Partners
North Carolina
$1.02M – – –
SFP
53
Sweet Financial Partners
Minnesota
$1,000K – – –
HWM
54
HB Wealth Management
Georgia
$982K -$20.6K -250 -2%
SI
55
Saxon Interests
Texas
$927K – – –
Carson Wealth (CWM LLC)
56
Carson Wealth (CWM LLC)
Nebraska
$892K -$75.2K -914 -8%
AWS
57
Atria Wealth Solutions
New York
$857K +$74K +900 +9%
CPCP
58
Cedar Point Capital Partners
Iowa
$794K +$2.3K +28 +0.3%
Citigroup
59
Citigroup
New York
$793K +$22.1K +269 +3%
GRP
60
Global Retirement Partners
California
$739K +$95.6K +1,163 +15%
KPWS
61
Kestra Private Wealth Services
Texas
$725K +$38.1K +463 +6%
SVWG
62
Shared Vision Wealth Group
United States
$678K -$164 -2 -0%
OPS
63
Orion Portfolio Solutions
Nebraska
$656K +$167K +2,037 +34%
BCI
64
Brinker Capital Investments
Pennsylvania
$656K +$167K +2,037 +34%
Fidelity Investments
65
Fidelity Investments
Massachusetts
$630K -$3.78K -46 -0.6%
HGWM
66
Horst & Graben Wealth Management
Oregon
$599K +$11.8K +143 +2%
NA
67
NewEdge Advisors
Louisiana
$588K +$6.9K +84 +1%
UWPG
68
Ullmann Wealth Partners Group
Florida
$578K – – –
TSWM
69
Tyler-Stone Wealth Management
Ohio
$556K +$275K +3,345 +98%
DAS
70
Diversify Advisory Services
Utah
$538K -$98.6K -1,189 -15%
Stifel Financial
71
Stifel Financial
Missouri
$513K -$740 -9 -0.1%
WCAMG
72
Woodard & Company Asset Management Group
North Carolina
$506K +$16K +195 +3%
FA
73
Flagstar Advisors
New York
$485K -$3.37K -41 -0.7%
KFI
74
Key Financial Inc
Pennsylvania
$445K – – –
SC
75
Stephens Consulting
Michigan
$434K – – –
1 2
3
4 5